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TCWIX: TIAA-CREF LIFECYCLE 2020 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 9.99 0.02(0.20%) July 03
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: | (68%) |
| Start Date: | 01/19/2007 |
| Last Dividend Date: | 12/13/2024 |
| 12-Mo. Yield | 3.61% |
| Expenses | 0.47% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/19/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.8 | 6.3 | 7.2 | 6.9 | 3.0 | 4.5 | 6.7 | 4.8 | 6.9 | 12.1 | -17.3 | 1.4 | 8.2 | 17.8 | -5.2 | 15.6 | 6.7 | 0.4 | 4.9 | 16.5 | 14.6 | -0.3 | 13.5 | 23.4 | -30.1 | 8.7 |
| Sharpe Ratio | NA | 1.12 | 0.52 | 0.43 | 0.1 | 0.33 | NA | 0.31 | 0.05 | 1.22 | -1.54 | 0.15 | 0.5 | 2.89 | -0.82 | 3.84 | 0.77 | 0.04 | 0.69 | 2.18 | 1.65 | -0.02 | 1.06 | 1.26 | -1.1 | 0.56 |
| Draw Down(%) | NA | 7.0 | 8.0 | 10.0 | 24.0 | 24.0 | NA | 44.1 | 3.9 | 6.4 | 18.1 | 9.1 | 20.3 | 2.6 | 11.0 | 1.1 | 7.2 | 8.2 | 5.4 | 6.2 | 7.5 | 14.7 | 10.1 | 19.4 | 40.4 | 7.9 |
| Standard Deviation(%) | NA | 8.8 | 7.8 | 8.2 | 8.9 | 9.2 | NA | 12.1 | 6.2 | 6.4 | 12.1 | 9.4 | 15.9 | 5.7 | 7.9 | 3.9 | 8.3 | 8.6 | 7.0 | 7.6 | 8.9 | 15.7 | 12.6 | 18.5 | 28.2 | 11.1 |
| Treynor Ratio | NA | 0.09 | 0.04 | 0.03 | 0.01 | 0.15 | NA | 0.08 | 0.01 | 0.09 | -0.19 | 0.01 | 0.21 | 7.13 | -0.39 | 0.15 | 0.06 | 0.0 | 0.05 | 0.16 | 0.14 | 0.0 | 0.13 | 0.24 | -0.31 | 0.07 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | NA | 0.01 | 0.01 | 0.0 | -0.01 | -0.02 | 0.01 | 0.06 | -0.02 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 |
| Beta | NA | 1.15 | 1.13 | 1.02 | 1.02 | 0.21 | NA | 0.47 | 0.33 | 0.89 | 0.99 | 0.99 | 0.38 | 0.02 | 0.17 | 1.01 | 1.02 | 1.01 | 1.07 | 1.05 | 1.07 | 1.03 | 1.02 | 0.97 | 1.0 | 0.94 |
| RSquared | NA | 0.97 | 0.95 | 0.87 | 0.79 | 0.2 | NA | 0.45 | 0.3 | 0.81 | 0.86 | 0.43 | 0.35 | 0.04 | 0.21 | 0.88 | 0.98 | 0.98 | 0.97 | 0.98 | 0.98 | 0.99 | 0.98 | 0.99 | 0.99 | 0.93 |
| Yield(%) | N/A | 0.0 | 3.6 | 3.5 | 3.2 | 4.7 | 6.3 | N/A | 3.8 | 4.0 | 2.6 | 3.6 | 3.1 | 5.2 | 7.6 | 6.5 | 6.7 | 7.7 | 7.6 | 7.5 | 5.8 | 4.8 | 3.1 | 2.6 | 2.3 | 4.3 |
| Dividend Growth(%) | N/A | -100.0 | 4.2 | -18.7 | -49.9 | N/A | N/A | N/A | 4.2 | 22.3 | -28.7 | 20.8 | -33.3 | -39.9 | 27.8 | -2.1 | -19.5 | -1.1 | 7.0 | 42.1 | 15.0 | 72.0 | 39.7 | -21.2 | -44.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/19/2007
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See Target Date 2016-2020 Asset Class Trend Rankings |
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